Document Processing Coordinator (Franklin, WI)

The Mom Project; Franklin (WI); Hybrid; USD 35,000 - 55,000; Part time

Benefits offered by this job

Medical

Dental

Vision

401k

Job summary

The Mom Project is seeking a Part-time Post Approval Coordinator for a contract basis to support an American financial services mutual organization in Milwaukee. This onsite hybrid role requires 3 days per week in Franklin, WI, with shifts from 9:00 a.m. to 2:00 p.m. or 9:00 a.m.

to 3:00 p.m. The coordinator will manage post-approval documents and DocuSign workflows. Responsibilities include reviewing forms, preparing documents for signature, and communicating status updates by email across

Qualifications

• Strong time-management and organizational skills.
• Clear and professional written and email communication.
• Experience managing cases, requests, or workflow queues.
• Strong attention to detail.
• Experience reviewing forms or documentation for accuracy and completeness.
• Ability to identify and resolve missing information.
• Ability to manage multiple priorities and deadlines.
• Sound problem-solving and research skills.
• Ability to work independently and use available resources.
• Comfort working in a back-office, process-driven environment.
• Ability to learn and navigate multiple systems.

Responsibilities

• Obtain required forms and supporting documents for post-approval policy processing.
• Review documents for completeness, accuracy, and good order.
• Confirm that the appropriate forms have been submitted.
• Identify missing, incomplete, or incorrect information and communicate next steps by email.
• Prepare eligible documents and forms for electronic signature through DocuSign.
• Manage assigned cases and monitor outstanding documentation requirements.
• Respond to status inquiries from field partners and internal business areas.
• Explain established post-approval processes, procedures, and documentation requirements.
• Research requests and determine the appropriate course of action using available resources.
• Maintain accurate case information within internal systems.
• Manage multiple requests and priorities while meeting quality and service expectations.

Skills

Time management

Written communication

Case management

Attention to detail

Documentation review

Problem solving

Independence

Back-office work

Systems navigation

Tools

Microsoft Outlook

DocuSign

Job description

Our Customer is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. Its products include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services.

Our customer is looking for a Post Approval Coordinator on a contract basis to help support their ongoing business needs. This role is Part time, onsite hybrid, 3 days a week in Franklin, WI. Anticipated Shift: 9:00 a.m. to 2:00 p.m. or 9:00 a.m. to 3:00 p.m.

Position Overview

The Post Approval Coordinator is responsible for obtaining, reviewing, and preparing the documents and forms required to move insurance policies through the post-approval process and prepare eligible documents for electronic signature through DocuSign.

The coordinator communicates primarily by email with financial representatives, field staff, and internal business partners. Typical requests include explaining established processes and procedures, reviewing documents to ensure they are complete and in good order, resolving missing or incorrect documentation, preparing documents for electronic signature, and responding to status inquiries.

The coordinator is accountable for understanding each request, managing assigned cases, using available resources, and determining the appropriate course of action or potential solution.

This is a back-office position with no phone-support responsibilities. Communication will primarily occur through email and internal systems.

Key Responsibilities

• Obtain required forms and supporting documents for post-approval policy processing.
• Review documents for completeness, accuracy, and good order.
• Confirm that the appropriate forms have been submitted.
• Identify missing, incomplete, or incorrect information and communicate next steps by email.
• Prepare eligible documents and forms for electronic signature through DocuSign.
• Manage assigned cases and monitor outstanding documentation requirements.
• Respond to status inquiries from field partners and internal business areas.
• Explain established post-approval processes, procedures, and documentation requirements.
• Research requests and determine the appropriate course of action using available resources.
• Maintain accurate case information within internal systems.
• Manage multiple requests and priorities while meeting quality and service expectations.

Required Skills

• Strong time-management and organizational skills
• Clear and professional written and email communication
• Experience managing cases, requests, or workflow queues
• Strong attention to detail
• Experience reviewing forms or documentation for accuracy and completeness
• Ability to identify and resolve missing or incorrect information
• Ability to manage multiple priorities and deadlines
• Sound problem-solving and research skills
• Ability to work independently and use available resources
• Comfort working in a back-office, process-driven environment
• Ability to learn and navigate multiple systems

Systems and Technology

• Microsoft Outlook
• DocuSign

Training

The selected individual will complete a minimum six-week training period. Candidates should be available to meet the required training schedule and participate consistently throughout training.

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record

(Available upon completion of waiting period for eligible engagements)

• Medical
• Dental
• Vision
• 401k

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.